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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-15 |
| FL | RA | APPROVED | 2022-04-27 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2004 | 06/2018 |
| Bank Of America, N.A. | Jacksonville | FL | 07/2011 | 06/2018 |
| Unemployed | Jacksonville | FL | 07/2018 | 03/2019 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 04/2019 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2021 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-03 |
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